Michelle Gordon

Practice

WHO I AM: I am an ethics‑oriented, solutions‑focused, and people‑centric CFP® professional. WHAT I DO: I work with a team of financial professionals to guide people toward financial freedom in the areas of investment management, retirement planning, and trust administration. WHO I WORK WITH: Wealth Management professionals, Estate Planning Attorneys, CPAs, CFAs, Insurance Agents, Medicare Agents, and Real Estate agents MY BACKGROUND: I started my career in software at Lockheed Martin and then moved into the education field while raising my family. The sudden loss of my husband in 2015 to AML, coupled with a strong desire to help others, prompted me to investigate a career in wealth management. After exploring wirehouses, insurance firms, and RIA firms, I realized that my passion is to help people preserve, grow, and transfer their wealth so they can focus on their True Wealth⁠—⁠the things that money can’t buy and death can’t take away! Since 2016, I have been studying and training to become a Fiduciary Investment Advisor. In 2021, I reached that goal and transitioned from a Portfolio Advisor to a fee‑only Fiduciary Investment Officer who dared to wonder, “What if?”

Areas of work

• Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.